RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Daryl Burnett Shankland
- Title
- Founder and Presidentreportedshanklandfinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Shankland Financial Advisors, LLC independent RIA currentsince Mar 3, 2006 · Flat Rock, Nc
- Blackbay Capital Advisors LLC state registeredJan 27, 2003 to Feb 11, 2008 · Payson, Il
- Citigroup Global Markets Inc. BD affiliatedDec 28, 1997 to Feb 4, 2003 · Quincy, Il
- Blackbay Capital Advisors LLC to Shankland Financial Advisors, LLCleft Feb 11, 2008, registered Mar 3, 2006 (-710 days) · Other
- Citigroup Global Markets Inc. to Blackbay Capital Advisors LLCleft Feb 4, 2003, registered Jan 27, 2003 (-8 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address